ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $480,496 | -15.7% | 8,111 | -10.9% | 0.38% | -16.2% |
| Q2 2023 | $570,092 | +3.5% | 9,104 | +2.4% | 0.46% | -4.2% |
| Q1 2023 | $550,550 | -10.7% | 8,887 | -16.6% | 0.48% | +5.3% |
| Q4 2022 | $616,596 | +11.5% | 10,653 | +0.1% | 0.45% | 0.0% |
| Q3 2022 | $553,000 | -13.1% | 10,647 | -4.6% | 0.45% | -3.6% |
| Q2 2022 | $636,000 | -21.1% | 11,160 | -6.9% | 0.47% | +4.9% |
| Q1 2022 | $806,000 | +2.5% | 11,988 | +2.2% | 0.45% | -10.1% |
| Q4 2021 | $786,000 | – | 11,733 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |